PRIVATE
Wealth
Management
Comprehensive wealth management focused on protecting your assets, growing your portfolio, and earning your trust every step of the way
Our Wealth Management Solutions
Learn more about the solutions we offer!
High Yield Savings
Benefit from FDIC-insured savings accounts offering competitive interest rates.
Strategic Tax planning
Maximize your investment returns through effective tax strategies..
Customer Portfolio Design
Your financial plan should reflect your individual goals.
Private Equity Investments
We offer access to exclusive private equity investments to diversify and strengthen your portfolio.
401 (k) Rollovers
Navigate your retirement savings options with confidence
Life Insurance
We provide continuous monitoring and adjustments to protect your future.
Our Client-Centric Process
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Initial Consultation
We begin with a complimentary meeting to understand your financial situation and objectives.
In-depth Portfolio Review
Our team conducts a thorough analysis of your current financial standing to identify opportunities and challenges.
Tailored Recommedations
Based on our findings, we present customized strategies aimed at achieving your financial goals.
Dedicated care AND Real results.
Transparency and Aligned Interests
We believe in clear, upfront communication regarding our fees and services. Operating on a flat percentage fee structure, our success is directly tied to yours, ensuring our interests are always aligned.
This is Your Next Step
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Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.
Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.
Contact Information:
Digitas Global, LLC dba Net Financial
24285 Katy Freeway, Suite 300, Katy, Texas 77494
Email: [email protected]
Phone: (346) 258-6100